Viewpoints by Keith E. White, Portfolio Manager at Wellington Management

Keith is a portfolio manager of long/short equity strategies at Wellington Management, focusing on capital cycles. His background includes extensive investment research and portfolio management expertise in capital-intensive industries across the globe, such as materials, precious metals, and mining. Prior to joining Wellington in 2007, he spent four years with investment consulting firm Cambridge Associates. Keith earned a B.S. from James Madison University and an M.B.A. from the Tuck School of Business at Dartmouth College.
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A contrarian case for caution, as capital cycles peak
The flow of funds into and out of different global asset classes and industries creates capital cycles: See where we are now—and what it means for investors.
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